Sales Dashboard

Net-new business pipeline and performance

TOTAL PIPELINE

$4.1M

Target: $28.8M

22.1% vs prior period

WEIGHTED PIPELINE

$1.6M

Target: $10.0M

18.5% vs prior period

AVG DEAL SIZE

$514K

Target: $337K

5.3% vs prior period

AVG DAYS IN STAGE

10 days

Target: <14 days

8.2% vs prior period

Key Conversion Hurdles

The two biggest drop-off points in the sales funnel

SQLs Generated

42

100% of funnel entry

16.7% convert

Hurdle 1

Opportunities

7

7 open·0 lost
0.0% close

Hurdle 2

Closed / Contract

0

0.0% of all SQLs

Conversion by Client Type

Client TypeSQLsOpportunitiesSQL→Opp %Closed WonOpp→Close %
Meeting & Event21314.3%00.0%
Enterprise Production21314.3%00.0%
Individual Production010.0%00.0%
Total42716.7%00.0%

Pipeline by Client Type

Meeting & Event

$2.9M

4 deals

Enterprise Production

$1.3M

3 deals

Individual Production

$12K

1 deals

Pipeline by Source

$0$350K$700K$1.1M$1.4MMarketingMQLSDRSpeakingReferralAIPRPodcast

SQL → Opportunity Conversion Trend

  • Conversion %
  • Opportunities
  • SQLs
JanFebMarAprMayJunJulAugSepOctNovDec081624320%25%50%75%100%

Opportunity → Closed/Contract Trend

  • Close Rate %
  • Closed Won
  • Opportunities
JanFebMarAprMayJunJulAugSepOctNovDec0369120%25%50%75%100%

SQLs vs Closed Won — Monthly Trend

  • Closed Won
  • Target
  • Total SQLs
JanFebMarAprMayJunJulAugSepOctNovDec08162432

Incoming MQL→SQL Handoffs

1 pending
Creative Labs|Jennifer Martinez
Score: 88Enterprise Production